Prevea Clinic, Inc. 401(K) And Retirement Plan — Form 5500 plan (Prevea Clinic, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Prevea Clinic, Inc. 401(K) And Retirement Plan is a benefit plan reported by Prevea Clinic, Inc. under EIN 39-1839349 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,010 participants and $461,653,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prevea Clinic, Inc.
- EIN
- 39-1839349
- Plan number
- 004
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 3,010
- End-of-year plan assets
- $461,653,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,010 | H, C | 20240625122934NAL0008022257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,653,833
- Net assets (EOY)
- $461,653,833
- Net assets (BOY)
- $386,635,289
Income & contributions
- Employer contributions
- $14,844,737
- Participant contributions
- $15,079,381
- Total contributions
- $32,753,205
- Total income / additions
- $99,318,685
Expenses & distributions
- Benefits paid
- $24,097,559
- Administrative expenses
- $186,207
- Total expenses
- $24,300,141
- Net increase / (decrease)
- $75,018,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co. | INVESTMENT ADVISOR | $61,373 | $10,941 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $40,084 | $0 | 2023 |
| Cwm LLC | SECURITIES BROKER | $32,172 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Group | INVESTMENT ADVISOR | $20,853 | not reported in the loaded dataset | 2023 |
| Schaper Benz & Wise Investment | SECURITIES BROKER | $14,391 | not reported in the loaded dataset | 2023 |
| Fisher Investments | SECURITIES BROKER | $6,167 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,722 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prevea Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Robert W. Baird & Co. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Cwm LLC — Schedule C compensation
- Wealth Enhancement Group — Schedule C compensation
- Schaper Benz & Wise Investment — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation